Orion's Portfolio Construction service is a comprehensive solution for financial advisors, offering customized, expertly designed portfolios for their clients. This service aims to reduce the time and resources advisors spend on portfolio management, allowing them to focus on growing their business and serving their clients more effectively.

Key Features

Customized Portfolio Design Orion creates tailored portfolios to meet each client's unique needs.

• Expertly designed by experienced professionals
• Customized for individual client requirements

Seven Rules of Portfolio Construction Orion follows seven key rules derived from auditing over 5,000 investment accounts1.

• Avoid overlap in styles and holdings
• Execute high active share strategies
• Leverage concentrated managers for best ideas
• Use managed accounts (SMAs) where possible
• Minimize unnecessary trading and turnover
• Focus on fundamental, bottom-up managers
• Protect the downside with managers exhibiting strong downside capture metrics

Comprehensive OCIO Services Orion provides a range of Outsourced Chief Investment Officer (OCIO) services.

• Manager due diligence
• Portfolio monitoring and rebalancing
• Risk management

Benefits

Time and Resource Savings Advisors can focus on building their business instead of managing portfolios.

• Reduce headcount and associated costs
• Save up to 12.2 hours per week on investment management and execution1

Enhanced Client Perception Utilizing institutional-level investment approaches improves client perception of advisors.

• 79% of high-net-worth clients think more highly of advisors using institutional-level approaches1
• 83% of investors believe advisors using third-party experts have more time to understand their needs1

Scalable Growth Orion's services enable advisors to grow their business more effectively.

• Clients have seen an average growth rate of 20% since partnering with Orion1
• Support for advisory teams ranging from $25 million to $3 billion in AUM